iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q4 2024 (December 31)300holders +29
37new positions
21sold out
2famous investors
$23.32avg. 13F price*
At the end of Q4 2024, 300 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings, up 29 from Q3 2024. 37 opened new positions and 21 sold out. The largest holders were Essential Planning, LLC. ($197.4M), HM Payson & Co. ($96.5M) and Bank of America Corp. ($86.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46436E866
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $64.4M |
| Exits | 21 | $9.6M |
All 13F filers, Q3 2024 → Q4 2024: 20,371,647 shares bought and 5,982,311 shares sold, net +14,389,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Essential Planning, LLC. | 1.29% | Add +6418.2% | 8,462,892 | $197.4M |
| HM Payson & Co. | 1.64% | Add +7.6% | 4,137,995 | $96.5M |
| Bank of America Corp. | 0.01% | Add +5.5% | 3,710,523 | $86.5M |
| Morgan Stanley | 0.01% | Add +1.8% | 3,689,903 | $86.0M |
| Capital Investment Advisors, LLC | 1.33% | Add +17.0% | 2,798,063 | $65.3M |
| Wells Fargo & Company | 0.02% | Reduce -3.4% | 2,775,516 | $64.7M |
| Stratos Wealth Advisors, LLC | 2.80% | Add +94.5% | 2,504,474 | $58.4M |
| LPL Financial LLC | 0.02% | Add +24.3% | 2,329,584 | $54.3M |
| UBS Group AG | 0.01% | Reduce -38.1% | 2,255,621 | $52.6M |
| Hills Bank & Trust Co | 3.81% | Add +2.4% | 2,168,442 | $50.6M |
| Raymond James Financial Inc. | 0.02% | — | 2,017,255 | $47.0M |
| Captrust Financial Advisors | 0.12% | Reduce -26.9% | 1,851,301 | $43.2M |
| Summitry LLC | 1.96% | Add +9.2% | 1,710,746 | $39.9M |
| NewEdge Advisors, LLC | 0.22% | Add +10.8% | 1,548,877 | $36.1M |
| Focus Partners Wealth | 0.08% | Add +1.4% | 1,398,106 | $32.6M |
| Integrated Wealth Concepts LLC | 0.34% | Add +13.4% | 1,251,806 | $29.2M |
| Renaissance Technologies | 0.04% | Add +26.1% | 1,213,300 | $28.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.47% | Add +10.5% | 1,031,266 | $24.0M |
| Connecticut Wealth Management, LLC | 0.99% | Add +19.0% | 860,214 | $20.1M |
| Osaic Holdings, Inc. | 0.04% | Add +10.2% | 825,260 | $19.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.8% | 780,734 | $18.2M |
| Horizon Advisory Services, Inc. | 10.16% | New | 760,961 | $17.7M |
| Cornerstone Planning, LLC | 6.60% | — | 740,480 | $17.3M |
| CENTRAL TRUST Co | 0.41% | Add +74.6% | 718,700 | $16.8M |
| Moseley Investment Management Inc. | 6.19% | Add +2.9% | 679,833 | $15.9M |
| Carnegie Investment Counsel | 0.45% | Add +20.4% | 674,673 | $15.7M |
| Stifel Financial Corp. | 0.02% | Add +3.3% | 664,331 | $15.5M |
| MV Capital Management, Inc. | 1.65% | Add +0.3% | 661,541 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +453.7% | 650,306 | $15.2M |
| Ashton Thomas Private Wealth, LLC | 0.58% | Add +25.9% | 633,633 | $14.8M |
| Krilogy Financial LLC | 0.97% | Add +28.5% | 624,158 | $14.6M |
| Denver PWM, LLC | 5.63% | Add +5.2% | 623,810 | $14.5M |
| Delta Wealth Advisors LLC | 13.21% | Add +38.9% | 600,844 | $14.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -6.0% | 593,335 | $13.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +25.1% | 585,002 | $13.6M |
| Royal Bank of Canada | 0.00% | Add +28.6% | 582,795 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.2% | 546,301 | $12.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.6% | 538,529 | $12.5M |
| MKT Advisors LLC | 5.12% | Add +27.7% | 503,053 | $11.7M |
| Scissortail Wealth Management, LLC | 2.78% | Add +91197.1% | 465,615 | $10.9M |
| Strategic Blueprint, LLC | 0.61% | Add +17.7% | 439,715 | $10.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.49% | Add +10.1% | 406,979 | $9.5M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -1.0% | 396,503 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.6% | 391,571 | $9.1M |
| Atlantic Private Wealth, LLC | 6.72% | Add +48.5% | 382,633 | $8.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +3.5% | 378,893 | $8.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +88.8% | 370,068 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.2% | 368,631 | $8.6M |
| CreativeOne Wealth, LLC | 0.26% | Add +458.0% | 368,332 | $8.6M |
| Lido Advisors, LLC | 0.05% | Reduce -6.9% | 358,196 | $8.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -2.8% | 356,588 | $8.3M |
| Wealth Management Strategies, Inc. | 6.28% | — | 352,231 | $8.2M |
| GPS Wealth Strategies Group, LLC | 1.03% | New | 344,505 | $8.0M |
| Eldridge Investment Advisors, Inc. | 1.82% | Add +10.7% | 335,838 | $7.8M |
| 49 Wealth Management, LLC | 1.04% | Add +47.6% | 313,005 | $7.3M |
| Park Avenue Securities LLC | 0.07% | Add +29.5% | 306,172 | $7.1M |
| MAI Capital Management | 0.05% | New | 303,634 | $7.1M |
| Keeler Thomas Management LLC | 2.52% | Reduce -4.4% | 303,081 | $7.1M |
| KOM Wealth Management Group, LLC | 5.18% | Add +34.7% | 301,108 | $7.0M |
| Faithward Advisors, LLC | 1.18% | New | 297,643 | $6.9M |
| McGuire Investment Group, LLC | 1.00% | Add +0.5% | 297,293 | $6.9M |
| Sound View Wealth Advisors Group, LLC | 0.56% | Add +971.6% | 296,858 | $6.9M |
| Wolfstich Capital, LLC | 6.08% | — | 294,180 | $6.9M |
| Shelton Wealth Management, LLC | 3.56% | Add +31.1% | 278,713 | $6.5M |
| Leavell Investment Management, Inc. | 0.31% | Add +25.3% | 271,233 | $6.3M |
| Cwm, LLC | 0.02% | Reduce -5.7% | 249,216 | $5.8M |
| PSI Advisors, LLC | 1.72% | Add +31.0% | 248,072 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -5.5% | 239,389 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +14.3% | 235,986 | $5.5M |
| D.A. Davidson & Co. | 0.04% | Add +9.1% | 231,528 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +23.7% | 223,204 | $5.2M |
| Gradient Investments LLC | 0.11% | Add +5.7% | 222,672 | $5.2M |
| GLOBALT Investments LLC / GA | 0.20% | Reduce -91.1% | 222,300 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +27.9% | 221,025 | $5.2M |
| Lunt Capital Management, Inc. | 2.00% | Add +8.1% | 220,721 | $5.1M |
| Americana Partners, LLC | 0.21% | Reduce -27.6% | 219,929 | $5.1M |
| Trinity Wealth Management, LLC | 2.31% | Add +708.0% | 218,843 | $5.1M |
| OneAscent Financial Services LLC | 0.43% | New | 218,778 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +2.3% | 217,891 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +28.7% | 203,216 | $4.7M |
| Brookstone Capital Management | 0.07% | Add +3.9% | 201,659 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.7% | 198,401 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -24.8% | 197,956 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1233.3% | 194,095 | $4.5M |
| Transcend Capital Advisors, LLC | 0.33% | Reduce -21.5% | 193,325 | $4.5M |
| Global Retirement Partners, LLC | 0.12% | Add +4.0% | 175,931 | $4.1M |
| IFG Advisory, LLC | 0.23% | Add +80.6% | 174,284 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | Add +0.6% | 165,054 | $3.8M |
| United Capital Financial Advisors, LLC | 0.03% | Add +35.9% | 163,969 | $3.8M |
| Boston Family Office LLC | 0.26% | Add +5.8% | 161,452 | $3.8M |
| Midwest Professional Planners, LTD. | 1.06% | Add +51.0% | 152,666 | $3.6M |
| Stonebridge Financial Group, LLC | 0.39% | — | 152,376 | $3.6M |
| Mariner, LLC | 0.01% | Add +2.8% | 145,088 | $3.4M |
| Belpointe Asset Management LLC | 0.20% | Add +16.7% | 144,272 | $3.4M |
| Probity Advisors, Inc. | 0.65% | Add +13.7% | 144,184 | $3.4M |
| Money Concepts Capital Corp. | 0.24% | Add +135.2% | 140,651 | $3.3M |
| IFP Advisors, Inc | 0.10% | Add +0.6% | 132,444 | $3.1M |
| Asset Dedication, LLC | 0.24% | Reduce -10.6% | 129,742 | $3.0M |
| Valmark Advisers, Inc. | 0.05% | Add +15.3% | 126,273 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +60.6% | 124,139 | $2.9M |
"% of holder's portfolio" is IBTF's weight in each manager's 13F, not the share of iShares Ibonds Dec 2025 Term the manager owns.